Friedman Billings Ramsey Investment Management Inc (Arlington)


Friedman Billings Ramsey Investment Management Inc is a large advisory firm based in Arlington. It manages $1.62 billion of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.




Friedman Billings Ramsey Investment Management provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Friedman Billings Ramsey Investment Management: assets under management

The assets under management (AUM) of Friedman Billings Ramsey Investment Management Inc is $1.62 billion. The firm's AUM has grown by 429% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.54 billion in discretionary accounts and $75.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $102.93 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.89 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Friedman Billings Ramsey Investment Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Billings Ramsey Group Inc. Friedman Ultimate parent company 1 Mar 1997 75% - 100% 32-0045263

Based in Arlington

The principal office where Friedman Billings Ramsey Investment Management Inc performs its advisory services is located at Potomac Tower, Arlington, VA 22209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-312-9500 or by fax 703-469-1292. The normal business hours are 8:00am - 5:00pm on Monday - Friday.